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The centers of influence model for advisors is great in theory but we’ve found that it’s often a one-way referral relationship. The idea of going after accountants and CPAs to bolster your business isn’t as beneficial as you might believe. That’s why we’ve been strong proponents of finding a target market niche and becoming your own center of influence.
Whenever we’ve found someone who does this well, we’re quick to reach out to them and try to interview them to learn more about their process. That’s why we’re introducing you to Jessica Goedtel, CFP®, EA today. Don’t pay as much attention to her target groups because any niche can work. Instead, we want you to see the power of this approach and how she’s done it so well in a virtual environment.
Here’s some of what we’ll discuss on this episode:
About our guest: https://www.pavilionfp.com/
Want to schedule a meeting with Dan? Click here: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
4.2
2424 ratings
The centers of influence model for advisors is great in theory but we’ve found that it’s often a one-way referral relationship. The idea of going after accountants and CPAs to bolster your business isn’t as beneficial as you might believe. That’s why we’ve been strong proponents of finding a target market niche and becoming your own center of influence.
Whenever we’ve found someone who does this well, we’re quick to reach out to them and try to interview them to learn more about their process. That’s why we’re introducing you to Jessica Goedtel, CFP®, EA today. Don’t pay as much attention to her target groups because any niche can work. Instead, we want you to see the power of this approach and how she’s done it so well in a virtual environment.
Here’s some of what we’ll discuss on this episode:
About our guest: https://www.pavilionfp.com/
Want to schedule a meeting with Dan? Click here: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
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